Convergence Investment Partners’s DaVita DVA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-11,389	Closed	-$1.7M	–	266
2024 Q4	$1.7M	Buy	11,389 +2,836	+33%	+$445K	0.38%	88
2024 Q3	$1.4M	Buy	8,553 +3,081	+56%	+$455K	0.38%	86
2024 Q2	$758K	Buy	5,472 +2,725	+99%	+$376K	0.22%	143
2024 Q1	$379K	Buy	+2,747	New	+$330K	0.15%	167
2020 Q3	–	Sell	-14,581	Closed	-$1.15M	–	238
2020 Q2	$1.15M	Buy	14,581 +3,027	+26%	+$236K	0.4%	81
2020 Q1	$879K	Sell	11,554 -6,734	-37%	-$529K	0.38%	82
2019 Q4	$1.37M	Buy	+18,288	New	+$1.21M	0.39%	83
2018 Q3	–	Sell	-29,005	Closed	-$2.01M	–	323
2018 Q2	$2.01M	Buy	29,005 +28,112	+3,148%	+$1.88M	0.28%	132
2018 Q1	$59K	Buy	+893	New	+$65.6K	0.01%	415
2017 Q4	–	Sell	-32,201	Closed	-$1.91M	–	307
2017 Q3	$1.91M	Buy	32,201 +5,382	+20%	+$324K	0.27%	140
2017 Q2	$1.74M	Buy	26,819 +21,724	+426%	+$1.44M	0.25%	153
2017 Q1	$346K	Buy	+5,095	New	+$337K	0.05%	309